Are We Sitting On A House of Cards?
The second half of 2025 will see sharp swings in company valuations. The reason for this? Supply. Even in the…
Be very value centric
The Indian markets are showing tremendous strength right now. This strength is evident in the indices, as they barely correct…
The Hurry Is Our Worry
In years when investors find the market returns unattractive, they tend to save less. They choose to consume more, spend…
Achieve Scale
In the current financial year, the frequency of global events appears to be significantly higher. Just a few weeks ago,…
Focus Intensely On What You Need To Do
The RBI’s double delight move definitely caught the market by surprise. Though there were a few voices advocating a 50…
Judge Gently!
Second guessing is a favourite pastime of most investors. Whenever you see that a marquee investor or popular fund manager…
Stick To Safety!
The tariff drama seems to be taking the form of a stock market soap opera. There is no dearth of…
Stagger To Win!
When flows drive the markets, they challenge both professional and proprietary investors. The double engines of active domestic and foreign…
Time To Show Patience
Patience is more than a virtue. It is at the core of investment behaviour. When there is first sign of…
Lower for Longer!
April taught us that the RBI’s focus shifted from inflation to growth. While food inflation remained a top concern in…
Liquidity Still Prevails
The result season has been very underwhelming so far. Most bluechip companies that have come out with results have shown…
Has a Top Down Trade Begun?
Sentiment has a peculiar way of changing direction under the impact of flows. The weak sentiment we saw after the…
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